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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
826
Private Capital Advisors
Connecticut
$1.12M – – –
BP
827
Ballentine Partners
Massachusetts
$1.11M +$176K +505 +13%
NB
828
Nicolet Bankshares
Wisconsin
$1.11M -$233K -670 -14%
BIG
829
Brookwood Investment Group
Arizona
$1.11M +$1.48M +4,236 New
GPWM
830
Grant Private Wealth Management
California
$1.11M +$13.6K +39 +0.9%
VAS
831
Vestmark Advisory Solutions
Massachusetts
$1.1M -$3.94M -11,319 -73%
IA
832
IFP Advisors
Florida
$1.1M +$38K +109 +3%
BCM
833
Birch Capital Management
Texas
$1.09M +$1.39M +3,992 +1,996%
EDRH
834
Edmond de Rothschild Holding
Switzerland
$1.09M +$1.22M +3,510 +526%
HI
835
Harbour Investments
Wisconsin
$1.09M +$558K +1,602 +63%
PCP
836
Pacific Capital Partners
$1.08M +$634K +1,820 +78%
WAC
837
William Allan Corp
Colorado
$1.08M +$59.9K +172 +4%
S
838
SignatureFD
Georgia
$1.08M -$735K -2,111 -34%
CFG
839
Cooper Financial Group
California
$1.07M +$627K +1,800 +78%
RWP
840
RWA Wealth Partners
Massachusetts
$1.06M -$141K -404 -9%
KIM
841
Kestra Investment Management
Texas
$1.06M -$665K -1,909 -32%
FHA
842
Flagship Harbor Advisors
Massachusetts
$1.05M +$658K +1,888 +88%
TCIIS
843
TIAA-CREF Individual & Institutional Services
New York
$1.05M -$389K -1,118 -22%
IWA
844
Icon Wealth Advisors
Texas
$1.05M +$171K +490 +14%
CWM
845
Compass Wealth Management
Connecticut
$1.05M +$1.4M +4,005 New
KFBMI
846
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.04M – – –
MTIM
847
Marathon Trading Investment Management
Pennsylvania
$1.04M +$801K +2,300 +135%
DACS
848
Dymon Asia Capital (Singapore)
Singapore
$1.04M +$1.39M +4,000 New
EPW
849
Elevated Private Wealth
Wisconsin
$1.04M +$1.39M +3,995 New
SSI
850
Scott & Selber Inc
Texas
$1.04M -$4.53K -13 -0.3%
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